See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,108 | $108,642+59.3% | $74,701+131.7% | $152,861+13.2% |
| Participation rate | 82.4% | 65.3%+17.0pp | 54.5%+27.9pp | 82.4%-0.1pp |
| Annual return | 19.76% | 114.06%-94.3pp | 752.92%-733.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,066 | $1,503+37.4% | $1,084+90.6% | $4,762-56.6% |
| Participant deferral / active EE | $11,026 | $2,712+306.5% | $1,964+461.5% | $5,850+88.5% |
| Admin fee / account holder | $22,723 | $4,902+363.5% | $3,333+581.8% | $11,596+96.0% |